See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,647 | $81,248+41.1% | $155,509-26.3% | $80,856+41.8% |
| Participation rate | 87.2% | 66.2%+21.0pp | 78.2%+9.0pp | 67.6%+19.6pp |
| Annual return | 11.86% | 33.31%-21.5pp | 64.67%-52.8pp | 35.59%-23.7pp |
| Employer contribution / active EE | $6,969 | $3,100+124.8% | $4,672+49.2% | $2,755+153.0% |
| Participant deferral / active EE | $4,722 | $3,452+36.8% | $5,626-16.1% | $4,296+9.9% |
| Admin fee / account holder | $6,310 | $7,997-21.1% | $15,912-60.3% | $6,918-8.8% |